The investment process combines a top-down macro analysis of
commodities and economic cycles and a bottom-up detailed stock
analysis, along with a disciplined risk management process.
The investments will focus on companies with
quality assets and management with the experience to deliver on the
development and production of new discoveries or the expansion of
existing operations across a range of commodities. The Fund also
intends to invest in resource sector service companies, take
opportunistic direct commodity exposures or use derivatives
and short selling strategies to both enhance and protect investor
returns.
Identifying Value
Opportunities
The majority of the Fund's investments are
focused on identifying the best opportunities in companies from the
mid cap sector or "emerging leaders" with market capitalisations
between $200 m and $2 bn. It is in this area of the resources that
the management expects to add the most value.
Sharp Price Uplift
Opportunities
We also apply our significant experience to
selectively identify opportunities in "rising stars",
or companies in the sub $200m capitalisation category that are
developing their first mineral discovery. These
opportunities can result in multiple
share price uplift over a relatively short time. Given their higher
risk, specialised expertise will be devoted to risk management.
Contact Us
Phillip Capital Asset Management Ltd
Level 12, 15 William Street
Melbourne, VIC 3000
Email: resources@phillipcapital.com.au